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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,128 | $37,446+63.2% | $77,513-21.1% | $79,852-23.4% |
| Participation rate | 21.9% | 41.5%-19.7pp | 54.2%-32.3pp | 69.6%-47.8pp |
| Annual return | 16.66% | 39.76%-23.1pp | 54.81%-38.1pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $802 | $1,261-36.4% | $1,861-56.9% | $3,740-78.6% |
| Admin fee / account holder | $1,339 | $2,506-46.6% | $2,859-53.2% | $5,306-74.8% |